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Moneta Group Investment Advisors’s Teladoc Health TDOC Stock Holding History

Moneta Group Investment Advisors’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-325
Closed -$22K – 285
2019
Q3 		$22K Buy
+325
New +$21.4K ﹤0.01% 270

Other funds holding TDOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Moneta Group Investment Advisors's TDOC Position: Q4 2019 in Review

Moneta Group Investment Advisors sold out of Teladoc Health (TDOC) in Q4 2019, closing a stake of 325 shares — an estimated $22K sold.

Moneta Group Investment Advisors first reported a position in TDOC in Q3 2019 and held it in 1 quarter. The position peaked at $22K in Q3 2019. 421 funds tracked by Wall St. Rank hold TDOC as of Q4 2019.

  • Moneta Group Investment Advisors reported no remaining Teladoc Health position as of Q4 2019 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 325 Teladoc Health shares in Q4 2019, an estimated $22K.
  • Moneta Group Investment Advisors first reported a position in Teladoc Health in Q3 2019 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Teladoc Health position peaked at $22K in Q3 2019.
  • 421 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.